Aging and Chronic Illness Practical Planning Considerations

This webinar reframes estate, tax, and fiduciary planning through the lens of aging, chronic illness, and cognitive change—realities that increasingly define modern client engagements but are still too often treated as peripheral concerns. Designed for lawyers, CPAs, and financial advisers, the program explores how longer lifespans, multi-morbidity, caregiver stress, and fluctuating capacity fundamentally alter intake, drafting, governance, and risk management. The discussion moves beyond theory to practical implementation, addressing how to modernize powers of attorney, enhance revocable trusts as disability protective tools, integrate trust protectors and care manager reporting, document capacity and consent defensibly, and coordinate effectively with other advisers while remaining within ethical boundaries. The program also examines the strategic use of technology, including transcripts and AI assisted workflows, to enhance client focus, improve documentation, and identify risks earlier without abdicating professional judgment. Drawing on real practice experience and litigation lessons, the webinar emphasizes how better structure, better process, and better documentation can reduce conflict, protect vulnerable clients, and lower malpractice exposure while delivering more humane and durable planning outcomes. Attendees will leave with concrete ideas they can incorporate immediately into both client work and firm wide protocols.

Speakers: Bronwyn Martin, MBA, CRPC™, CMFC™, ChFC®, AEP®, CFS®, CLU®, CLTC® and Martin Shenkman, Esq.